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Portfolio (Quarterly) Guide ↗

Clear Trail Advisors, LLC

· CIK 0002097856
13F Portfolio $655M AUM 161 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 60 Added 55 Reduced 6 Exited
Page 6 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHD SCHWAB STRATEGIC TR 23,887.0 $757K 0.12% NEW $31.71 +10.7%
102 QCOM QUALCOMM INC Technology 3,961.0 $732K 0.11% -186.0 -4.5% $184.79 -13.0%
103 DIA STATE STR SPDR DOW JONES IND Financial Services 1,352.0 $706K 0.11% NEW $522.39 +1.9%
104 TSLA TESLA INC Consumer Cyclical 1,640.0 $690K 0.10% +12.0 +0.7% $420.60 -13.7%
105 TPR TAPESTRY INC Consumer Cyclical 4,620.0 $676K 0.10% NEW $146.38 -11.1%
106 EMR EMERSON ELEC CO Industrials 4,678.0 $670K 0.10% $143.15 +9.8%
107 NXPI NXP SEMICONDUCTORS N V Technology 2,373.0 $667K 0.10% -97.0 -3.9% $281.03 -19.7%
108 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 943.0 $663K 0.10% -10.0 -1.1% $703.34 -0.5%
109 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,010.0 $639K 0.10% -1K -16.6% $91.20 -16.6%
110 BROOKFIELD ASSET MANAGMT LTD 14,188.0 $636K 0.10% $44.85
111 J P MORGAN EXCHANGE TRADED F 12,354.0 $625K 0.10% +5K +74.6% $50.57
112 XME SPDR SERIES TRUST 5,790.0 $619K 0.09% NEW $106.93 +11.6%
113 DBEF DBX ETF TR 10,782.0 $589K 0.09% -1K -10.8% $54.63 +2.2%
114 ALL ALLSTATE CORP Financial Services 2,399.0 $571K 0.09% -160.0 -6.2% $237.96 +6.7%
115 GOOG ALPHABET INC 1,546.0 $546K 0.08% +12.0 +0.8% $353.36
116 PSX PHILLIPS 66 Energy 3,226.0 $545K 0.08% $169.05 +43.7%
117 FHN FIRST HORIZON CORPORATION Financial Services 21,232.0 $544K 0.08% $25.64 -3.9%
118 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,789.0 $520K 0.08% -74.0 -4.0% $290.56 -8.2%
119 HAL HALLIBURTON CO Energy 14,982.0 $509K 0.08% -546.0 -3.5% $33.95 +4.1%
120 EW EDWARDS LIFESCIENCES CORP Healthcare 5,580.0 $505K 0.08% -305.0 -5.2% $90.46 -0.7%
Page 6 of 9  ·  161 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.5%
Financial Services 15.4%
Consumer Cyclical 13.8%
Industrials 11.1%
Energy 10.1%
Consumer Defensive 9.9%
Healthcare 7.7%
Communication Services 3.0%
Basic Materials 2.4%
Utilities 2.2%